Highpass Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
HighPass Asset Management provides discretionary wealth management and financial planning primarily for high-net-worth individuals, families, trusts, and select institutional clients. The firm combines investment management with planning services that cover retirement, cash‑flow, estate and tax planning, and it offers optional tax preparation and filing as part of its service menu.
The firm generally builds diversified portfolios using ETFs, individual equities and mutual funds and employs fundamental, technical and cyclical analysis to align allocations with clients’ IPS, risk tolerance and time horizon. HPAM also employs a broader toolset than many peers — it may use options, individual debt securities and, unusually for supported firms, borrowing and other derivatives within separately managed accounts, and it can recommend private placements to accredited investors where appropriate.
HPAM’s structure includes a licensed CPA on staff who provides tax preparation services through the advisory platform, and that adviser also owns a separate CPA practice that provides tax work to a very small number of non‑clients, a relationship the firm discloses to manage conflicts. The firm manages about $218 million on a discretionary basis, maintains a $1 million typical account threshold (with exceptions), and has custody implications for two trustee accounts that are subject to annual surprise verification.
Client services
Expertise
Fee options
Financial planning fixed fees generally range from $5,000 to $20,000; tax preparation fixed fee is $500 per return
1% annually (negotiable)
Financial planning hourly rate is $750
Account minimum: $1,000,000 Fee-only: Fixed fee for financial planning ranging from $5,000 to $20,000; hourly financial planning fee of $750 per hour
Main office
4600 S. Syracuse St., Ste 900
Denver CO 80237
Advisors at this office
2
Most active in
Colorado · Florida · Ohio · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Ethan B
CFA®, Series 63, Series 65
Denver, CO
Highpass Asset Management LLC
Ethan Braid is a CFA® charterholder with 24 years of industry experience. He has been with Highpass Asset Management LLC since 2011. The firm provides discretionary investment management along with financial planning and wealth management services to high-net-worth families, individuals, pension and profit-sharing plans, and trusts and estates. Highpass Asset Management typically requires a $1,000,000 minimum and employs a diversified investment approach using ETFs, individual equities, mutual funds, and occasionally options and derivatives.
Stelianos E
CFA®
Denver, CO
Highpass Asset Management LLC
Stelianos Elenis is a CFA® charterholder and financial advisor with eight years of industry experience. He has been with Highpass Asset Management LLC since 2018 and previously worked at BKD, LLP for eleven years. Outside of his advisory role, he prepares tax returns for family members as a Certified Public Accountant. Highpass Asset Management provides discretionary investment management and comprehensive wealth planning services to high-net-worth clients, including families, pension plans, and trusts. The firm uses a diversified investment approach incorporating ETFs, equities, mutual funds, and occasionally options and private placements, with portfolio management tailored to client risk tolerance.
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